LB
TAK icon

Leo Brokerage’s Takeda Pharmaceutical TAK Stock Holding History

Leo Brokerage’s Portfolio TAK Stock Details TAK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		$2.04M Buy
129,870
+11,170
+9% +$183K 0.23% 73
2023
Q1 		$1.96M Buy
+118,700
New +$1.89M 0.29% 67
2022
Q2 		$252K Buy
+17,944
New +$256K 0.07% 150

Other funds holding TAK

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Leo Brokerage's TAK Position: Q2 2023 in Review

Leo Brokerage increased its Takeda Pharmaceutical (TAK) stake by 9.4% in Q2 2023, buying an estimated $183K and bringing the position to 129,870 shares worth $2.04M. The position accounts for 0.23% of the portfolio, ranked #73.

Leo Brokerage first reported a position in TAK in Q2 2022 and has held it in 3 quarters since. 310 funds tracked by Wall St. Rank hold TAK as of Q2 2023.

  • Leo Brokerage held 129,870 shares of Takeda Pharmaceutical worth $2.04M as of Q2 2023.
  • Leo Brokerage bought 11,170 Takeda Pharmaceutical shares in Q2 2023, an estimated $183K.
  • Takeda Pharmaceutical made up 0.23% of Leo Brokerage's portfolio in Q2 2023, its #73 holding.
  • Leo Brokerage first reported a position in Takeda Pharmaceutical in Q2 2022 and has held it in 3 quarters since.
  • 310 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q2 2023.

Based on Leo Brokerage's 13F filing for Q2 2023, filed 25 Jul 2023.